Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E735RAFI DVLPD MRKTSPDNQ1 2026
Institutional Holders
106
13F filers
Shares Held
4.58M
Aggregate institutional
Institutional Value
$197.34M
Q1 2026
Net New Holders
+6
13 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased32
Decreased29
Sold out7
Institutional Holders
106 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 2.02M | $87.82M | −163.8K | Reduced |
| 2 | Invesco Ltd. | 251.1K | $10.89M | −113.0K | Reduced |
| 3 | Opes Wealth Management LLC | 194.8K | $8.45M | −3.0K | Reduced |
| 4 | Hightower Advisors, LLC | 184.1K | $7.98M | −524 | Reduced |
| 5 | Lpl Financial LLC | 182.6K | $7.92M | +155.5K | Added |
| 6 | Citadel Advisors LLC | 177.7K | $7.71M | +138.2K | Added |
| 7 | Jane Street Group, LLC | 110.6K | $4.80M | +84.3K | Added |
| 8 | Ameriprise Financial Inc | 107.6K | $4.66M | +2.5K | Added |
| 9 | Captrust Financial Advisors | 106.8K | $4.63M | +417 | Added |
| 10 | Droms Strauss Advisors Inc /Mo/ /Adv | 100.7K | $4.37M | −6.7K | Reduced |
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